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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,696 | $201,370-91.2% | $184,256-90.4% | $145,897-87.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 66.20% | 29.05%+37.2pp | 28.85%+37.4pp | 552.29%-486.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $34,225 | $9,808+249.0% | $9,133+274.7% | $6,689+411.6% |
| Admin fee / account holder | $846 | $16,364-94.8% | $13,899-93.9% | $13,390-93.7% |